MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.19M
3
+$9.06M
4
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$8.9M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$7.76M

Top Sells

1
+$7.58M
2
+$7.56M
3
+$7.1M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.95M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.57M

Sector Composition

1 Technology 11.58%
2 Consumer Discretionary 5.04%
3 Financials 4.57%
4 Communication Services 4.53%
5 Healthcare 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$252K 0.01%
4,408
727
$252K 0.01%
+8,300
728
$251K 0.01%
+5,359
729
$250K 0.01%
2,109
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730
$249K 0.01%
3,716
+492
731
$248K 0.01%
2,216
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732
$248K 0.01%
+8,188
733
$245K 0.01%
+432
734
$245K 0.01%
1,282
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735
$244K 0.01%
2,122
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736
$244K 0.01%
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737
$244K 0.01%
784
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738
$243K 0.01%
4,807
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739
$243K 0.01%
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740
$240K 0.01%
4,862
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741
$240K 0.01%
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742
$239K 0.01%
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743
$238K 0.01%
3,000
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744
$237K 0.01%
789
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745
$237K 0.01%
1,632
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746
$237K 0.01%
4,742
-6,731
747
$236K 0.01%
+2,680
748
$236K 0.01%
1,787
+183
749
$236K 0.01%
+2,628
750
$236K 0.01%
4,041
-143
28 29
30
31 32